Financial Planning Administrator

7 days ago


Gillingham, Kent, United Kingdom Blakemore Recruitment Full time

We are currently recruiting for a highly regarded Financial Planning practice in need of an experienced IFA Administrator to join their team.

This company illuminates their clients' financial world by building clarity and confidence in their minds and optimizing every experience they have with them.

Key Responsibilities

The IFA Administrator is responsible for the efficient and accurate processing of business and delivering a first-class service to clients.

You'll also need to understand and add value when it comes to clients' needs - looking at constant improvement and innovation.

Onboarding Process - providing full administrative support for the onboarding of new clients.

Data Management - maintaining and updating client data in a secure environment.

Reviews and Analysis - preparation of client reviews, updating cash flow models, investment performance reviews, and production of supporting reports, discussion documents, and computer models.

Relationship Building - liaison with clients to ensure a high level of customer satisfaction.

Service Delivery - delivering service proposition within agreed service levels and timescales.

Coordination and Support - working with administrative staff to ensure application and provider forms are prepared as required and clients are updated throughout the process.



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